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Wealth Manager

3.00 to 8.00 Years   Pune, Delhi   05 Oct, 2021
HR Desire
Job LocationPune, Delhi
EducationNot Mentioned
SalaryRs 5 - 10 Lakh/Yr
IndustryNBFC ( Non Banking Financial Services )
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

We have opening for Wealth Manager, kindly find the job details below:Mandatory to fill: Tracker

  • Post Applied for
  • Current Location
  • Current Company
  • Mobile number
  • Current Post
  • Current CTC
  • Expected CTC
  • Notice Period
  • Total Experience
Job details:
  • About Company : NBFC
  • Location : Delhi & Pune
  • Experience : 3 - 10 years
  • Salary : 5 - 10lac
  • Qualification: any graduate
  • Number of openings : 30
  • Prospect, acquire and retain clients
  • Achieve budgeted targets in terms of number of clients/volume of business && assets.
  • Research, investigate and update themselves on available investment
  • opportunities/financial market trend to determine whether they fit into clients portfolios
  • Understand clients needs && requirements and accordingly position products && services
  • Coordinate with product and research team for taking investment decision for the clients
  • Recommend strategies clients can use to achieve their financial objectives, including
  • specific recommendations in such areas as cash management, insurance coverage other
  • than investment planning also to ensure a one-point relationship for the client
  • Contact clients periodically and determine if they are satisfied with the service and returns
  • generated. Also, to review their investment needs to determine whether market changes, life
  • changes, economic changes, or financial performance indicate a need for portfolio
  • reassessment
  • Provide various investment performance reports and summaries to the clients
  • Build and maintain client bases, along with relevant comments/remarks for future reference
  • To guide clients in the gathering of information/documents required such as bank account
  • records, income tax returns, life and disability insurance records, pension plan information,
  • and wills, etc.
Email : on nbsingh.hrdesire @ gmail.com or resumes.hrdesire @ gmail.comThanks & Regards,Team Hr Desire77195 94751

Keyskills :
wealth managementmutual fundsbankingfinancial planningsalesnbfc

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